401k Plan data: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN plan

SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 401k Plan overview

Plan Name	SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN
Plan identification number	003

SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SRG, LLP has sponsored the creation of one or more 401k plans.

Company Name: SRG, LLP

Employer identification number (EIN): 954476507

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC. 2013-10-04
003 2011-01-01 FRED SOLOMON FRED SOLOMON 2012-10-04
003 2010-01-01 BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC. 2011-10-07
003 2009-01-01 BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC. 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	BLOCK CONSULTING ACTUARIES, INC.	BLOCK CONSULTING ACTUARIES, INC.	2013-10-04
003	2011-01-01	FRED SOLOMON	FRED SOLOMON	2012-10-04
003	2010-01-01	BLOCK CONSULTING ACTUARIES, INC.	BLOCK CONSULTING ACTUARIES, INC.	2011-10-07
003	2009-01-01	BLOCK CONSULTING ACTUARIES, INC.	BLOCK CONSULTING ACTUARIES, INC.	2010-10-14

Plan Statistics for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN

401k plan membership statisitcs for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN

Measure Date Value
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN

Measure	Date	Value
2012 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$58,706
Expenses. Total of all expenses incurred	2012-12-31	$3,027,382
Benefits paid (including direct rollovers)	2012-12-31	$3,027,322
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$2,968,676
Assets. Value of tangible personal property	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$60
Other income received	2012-12-31	$58,706
Net income (gross income less expenses)	2012-12-31	$-2,968,676
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,968,676
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$1,380,000
2011 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$323,248
Expenses. Total of all expenses incurred	2011-12-31	$160,745
Benefits paid (including direct rollovers)	2011-12-31	$160,745
Total plan assets at end of year	2011-12-31	$2,968,676
Total plan assets at beginning of year	2011-12-31	$2,806,173
Assets. Value of tangible personal property	2011-12-31	$70,000
Assets. Value of loans (other than to participants)	2011-12-31	$50,000
Other income received	2011-12-31	$109,897
Net income (gross income less expenses)	2011-12-31	$162,503
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,968,676
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,806,173
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,260,000
Total contributions received or receivable from employer(s)	2011-12-31	$213,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$558,666
Expenses. Total of all expenses incurred	2010-12-31	$146,334
Benefits paid (including direct rollovers)	2010-12-31	$146,334
Total plan assets at end of year	2010-12-31	$2,806,173
Total plan assets at beginning of year	2010-12-31	$2,393,841
Assets. Value of tangible personal property	2010-12-31	$70,000
Assets. Value of loans (other than to participants)	2010-12-31	$1,100,000
Other income received	2010-12-31	$176,066
Net income (gross income less expenses)	2010-12-31	$412,332
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,806,173
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,393,841
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$430,000
Total contributions received or receivable from employer(s)	2010-12-31	$382,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN

2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SRG, LLP
Employer identification number (EIN):	954476507
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants